Filed November 30, 2016 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,177 | $76,401-29.1% | $106,387-49.1% | $64,173-15.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -4.22% | -2.19%-2.0pp | 0.25%-4.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,088 | $2,680+52.5% | $3,520+16.1% | $2,381+71.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,976 | $4,610+29.6% | $7,510-20.4% | $4,887+22.3% |